docs: extend product roadmap and milestones
This commit is contained in:
Christian Krakau-Louis
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# DocuElevate Milestones
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**Last Updated:** 2026-02-08
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**Last Updated:** 2026-05-23
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This document outlines the release milestones, versioning strategy, and detailed feature breakdown for DocuElevate.
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@@ -19,17 +19,15 @@ DocuElevate follows [Semantic Versioning 2.0.0](https://semver.org/):
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---
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## Current Release: v0.5.0 (February 2026)
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## Current State (Continuous Releases)
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### Status: Stable
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- Production-ready document processing
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- Multi-provider storage support
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- **Database-backed settings management with encryption**
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- **Setup wizard for first-time configuration**
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- **Admin UI for runtime configuration**
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- **Automated semantic versioning and releases**
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- OAuth2 authentication with admin group support
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- Basic web UI and REST API
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DocuElevate ships continuously via automated semantic versioning. Use **GitHub Releases** for the latest build artifacts and **GitHub Milestones** (below) for roadmap tracking.
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### Last Shipped Milestone: v0.5.0 (Released February 8, 2026)
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- Database-backed settings management with encryption
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- Setup wizard for first-time configuration
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- Admin UI for runtime configuration
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- Release automation via semantic-release
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### Important Note on Versioning
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As of February 2026, DocuElevate uses **automated semantic versioning**:
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@@ -130,87 +128,78 @@ As of February 2026, DocuElevate uses **automated semantic versioning**:
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## Upcoming Milestones
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### v0.6.0 - Enhanced Search & UI Improvements (April 2026)
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**Target Date:** April 1, 2026
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### v0.6.0 - Clarity: Enhanced Search & UI (Target: July 31, 2026)
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**Target Date:** July 31, 2026
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**Status:** 📋 Planned
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**Theme:** User Experience, Search, Performance
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**Theme:** Search, Discovery, Modern UX
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**Epic:** #863
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#### Goals
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- Implement full-text search across documents
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- Responsive mobile interface
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- Dark mode support
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- Document preview in browser
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- Performance optimizations
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- Improved error handling and user feedback
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- Hybrid discovery: keyword + semantic search, fast filtering, saved searches
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- Preview-first UX (open, skim, and act quickly)
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- Modern UX polish (accessibility, responsiveness, performance)
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#### Deliverables
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- Full-text search API and UI
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- Advanced filtering capabilities
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- Responsive CSS framework integration
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- Dark mode toggle
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- In-browser document viewer
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- Loading states and progress indicators
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- Performance benchmarks
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- Mobile-optimized interface
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- Semantic search foundation (vectorization + ranking signals)
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- Saved searches / smart views
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- In-browser preview + “quick actions” (tag, route, export)
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- Bulk operations and pagination improvements
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- UX polish (dark mode/accessibility where applicable)
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#### Breaking Changes
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- API response format changes for search endpoints (documented)
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- Potential pagination/search response changes (must be versioned and documented)
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#### Migration Path
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- Search endpoint changes will be versioned (/api/v1/search → /api/v2/search)
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- Old endpoints deprecated but functional for 2 releases
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- Version endpoints where needed and keep previous versions working for at least 2 minor milestones
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---
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### v0.4.5 - Workflow Automation (June 2026)
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**Target Date:** June 1, 2026
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### v0.7.0 - Conductor: Workflow Automation & Integrations (Target: September 30, 2026)
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**Target Date:** September 30, 2026
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**Status:** 📋 Planned
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**Theme:** Automation, Integration, Webhooks
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**Epic:** #864
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#### Goals
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- Custom processing pipelines
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- Conditional routing based on document type
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- Webhook support for external integrations
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- Rule-based classification
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- Scheduled batch processing
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- First-class workflow model (steps, state, retries) that matches what the system actually executes
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- Workflow-aware UI status, retries, and observability
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- Webhooks + event-driven automation foundations
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#### Deliverables
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- Pipeline configuration UI
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- Webhook management interface
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- Rule engine for document routing
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- Batch processing scheduler
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- Integration examples and templates
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- Webhook payload documentation
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- Workflow object model and storage
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- Workflow-aware file detail view + status dashboard
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- Scheduling primitives (recurring jobs / delayed runs)
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- Webhook system (outbound events + inbound triggers)
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- Integration templates and documentation
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---
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### v0.7.0 - Advanced AI & Multi-language (August 2026)
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**Target Date:** August 1, 2026
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### v0.8.0 - Signal: AI Quality, RAG, and Multi-language (Target: November 30, 2026)
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**Target Date:** November 30, 2026
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**Status:** 📋 Planned
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**Theme:** AI Enhancement, Internationalization
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**Theme:** AI Quality, Retrieval, Internationalization
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**Epic:** #865
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#### Goals
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- Custom AI model support
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- Multi-language OCR
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- Document similarity detection
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- Duplicate detection
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- UI internationalization (i18n)
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- API localization
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- “Chat with Library” foundations (retrieval + UI)
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- Local AI options for privacy-sensitive setups
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- Measurable AI quality (confidence + human review loop)
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- Expand multilingual capability across OCR + UI
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#### Deliverables
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- Custom model integration API
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- Multi-language OCR configuration
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- Similarity algorithm implementation
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- Duplicate detection service
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- Translation framework (10+ languages)
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- Localized documentation
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- Vector DB integration and embeddings pipeline
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- Chat UI foundations and retrieval API
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- Confidence scoring + human review/edit loop for extracted fields
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- Multi-language OCR configuration improvements
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- Expanded i18n coverage + localized docs
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---
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### v1.0.0 - Enterprise Edition (November 2026)
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**Target Date:** November 1, 2026
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### v1.0.0 - Summit: Enterprise Edition (Target: March 31, 2027)
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**Target Date:** March 31, 2027
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**Status:** 📋 Planned
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**Theme:** Enterprise Features, Scalability, Multi-tenancy
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**Epic:** #866
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This is our first major release, marking production-ready enterprise capabilities.
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@@ -244,6 +233,60 @@ This is our first major release, marking production-ready enterprise capabilitie
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---
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### v2.0.0 - Horizon: Platform Expansion (Target: September 30, 2027)
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**Target Date:** September 30, 2027
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**Status:** 📋 Planned
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**Theme:** Ecosystem, Platform, Distribution
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**Epic:** #867
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#### Goals
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- Make DocuElevate extensible by design (plugins + templates)
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- Expand integrations and developer experience
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- Harden multi-surface experiences (web, mobile, extension, CLI) as a cohesive product
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#### Deliverables
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- Plugin system foundations and public extension points
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- Template library for pipelines/workflows + “starter kits”
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- Integration hub patterns (webhooks, events, connectors)
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- SDK + documentation for extensions
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---
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### v2.1.0 - Sentinel: Governance & Policy (Target: March 31, 2028)
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**Target Date:** March 31, 2028
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**Status:** 📋 Planned
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**Theme:** Governance, Compliance, Policy-driven Automation
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**Epic:** #868
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#### Goals
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- Make governance first-class (retention, legal hold, PII workflows)
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- Provide tamper-evident auditing and admin controls
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- Introduce policy-driven approvals for sensitive automation
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#### Deliverables
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- Retention policies + legal hold primitives
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- PII detection + redaction workflows
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- Tamper-evident audit trails + admin activity feed
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- Policy-as-code concepts for workflows (with approval gates)
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---
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### v3.0.0 - Constellation: Integration Hub & Agent Platform (Target: September 30, 2028)
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**Target Date:** September 30, 2028
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**Status:** 📋 Planned
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**Theme:** Ecosystem, Agents, Interoperability
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**Epic:** #869
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#### Goals
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- Make DocuElevate the “system of record” for document intelligence in an organization
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- Support external automation ecosystems (Zapier/Make/n8n) and agent runtimes
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- Provide a clean interoperability layer for modern AI tools
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#### Deliverables
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- DocuElevate MCP server (search, retrieve, summarize, route) and documentation
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- Connector marketplace concepts (curated + community)
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- Event stream + webhooks at scale (delivery guarantees, retries, signing)
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## Release Process
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### Automated Semantic Versioning (v0.6.0+)
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@@ -255,15 +298,15 @@ Starting with v0.6.0, releases are fully automated using `python-semantic-releas
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4. **Automatic Updates**:
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- Updates `VERSION` file
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- Generates/updates `CHANGELOG.md`
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- Creates Git tag (e.g., `v0.6.0`)
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- Creates Git tag (e.g., `v0.173.1`)
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- Creates GitHub Release with notes
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- Triggers Docker image builds
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5. **No Manual Steps**: VERSION and CHANGELOG are never edited manually
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### Version Bump Rules
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- `feat:` commits → Minor version (0.5.0 → 0.6.0)
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- `fix:`, `perf:` → Patch version (0.5.0 → 0.5.1)
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- `feat!:`, `BREAKING CHANGE:` → Major version (0.5.0 → 1.0.0)
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- `feat:` commits → Minor version (e.g., 0.173.1 → 0.174.0)
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- `fix:`, `perf:` → Patch version (e.g., 0.173.1 → 0.173.2)
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- `feat!:`, `BREAKING CHANGE:` → Major version (e.g., 0.173.1 → 1.0.0)
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- Other types (docs, chore, etc.) → No version bump
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### Pre-release Checklist (Automated)
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@@ -297,10 +340,13 @@ Starting with v0.6.0, releases are fully automated using `python-semantic-releas
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| v0.3.2 | 2026-02-06 | Security Updates | Released |
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| v0.3.3 | 2026-02-08 | Drag-and-Drop Upload | Released |
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| v0.5.0 | 2026-02-08 | **Settings & Encryption** | **Released** |
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| v0.6.0 | 2026-04 | Search & UX | Planned |
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| v0.7.0 | 2026-08 | Advanced AI | Planned |
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| v1.0.0 | 2026-11 | Enterprise | Planned |
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| v2.0.0 | 2027-Q3 | Platform Expansion | Future |
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| v0.6.0 | 2026-07-31 | **Clarity:** Search & UX | Planned |
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| v0.7.0 | 2026-09-30 | **Conductor:** Workflows & Integrations | Planned |
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| v0.8.0 | 2026-11-30 | **Signal:** AI Quality, RAG, Multi-language | Planned |
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| v1.0.0 | 2027-03-31 | **Summit:** Enterprise | Planned |
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| v2.0.0 | 2027-09-30 | **Horizon:** Platform Expansion | Future |
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| v2.1.0 | 2028-03-31 | **Sentinel:** Governance & Policy | Future |
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| v3.0.0 | 2028-09-30 | **Constellation:** Integration Hub & Agents | Future |
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---
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+103
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# DocuElevate Roadmap
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**Last Updated:** 2026-02-08
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**Version:** 1.0
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**Last Updated:** 2026-05-23
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**Version:** 2.0
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## Vision
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DocuElevate aims to be the premier open-source intelligent document processing platform, providing seamless integration with cloud storage providers, advanced AI-powered metadata extraction, and enterprise-grade security and scalability.
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## How to Read This Roadmap
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DocuElevate ships frequently (automated semantic versioning), so this roadmap is organized around **milestone outcomes** and **themes**, not exact build numbers.
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- **P0** = required for the milestone to feel “done”
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- **P1** = strongly desired; may slip if needed
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- **P2** = nice-to-have / opportunistic
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For the detailed milestone breakdown and target dates, see [MILESTONES.md](MILESTONES.md).
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## Release Naming
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Each major milestone release carries a codename to anchor key project moments. These names appear in the status dashboard, build metadata, and changelog. For details, see [docs/ReleaseNaming.md](docs/ReleaseNaming.md).
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| Version Range | Codename | Theme |
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|---------------|---------------|--------------------------------------------------|
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| 0.5.x | **Foundation** | Core platform, multi-provider storage, AI, UI |
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| 0.6.x | **Clarity** | Enhanced search, filtering, UI/UX improvements |
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| 0.7.x | **Conductor** | Workflow automation, pipelines, rule-based logic |
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| 1.0.x | **Summit** | Enterprise features, multi-tenancy, RBAC |
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| 1.1.x | **Bridge** | Collaboration, sharing, analytics |
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| 2.0.x | **Horizon** | On-premise AI, platform expansion |
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| Milestone | Codename | Theme |
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|----------|------------------|-------|
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| v0.6.0 | **Clarity** | Search, discovery, and modern UX |
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| v0.7.0 | **Conductor** | Workflows, orchestration, and integrations |
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| v0.8.0 | **Signal** | AI quality, multilingual, and “Chat with Library” foundations |
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| v1.0.0 | **Summit** | Enterprise readiness (multi-tenancy, RBAC, scaling) |
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| v2.0.0 | **Horizon** | Platform expansion and ecosystem maturity |
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| v2.1.0+ | **Sentinel** | Governance, compliance, and policy-driven automation |
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| v3.0.0 | **Constellation**| Integration hub, agents, and interoperability |
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## Current Status (v0.5.0 "Foundation")
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## Current Product Capabilities (Today)
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### Core Features ✅
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- Multi-provider document storage (Dropbox, Google Drive, OneDrive, Nextcloud, S3, etc.)
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- IMAP email integration for document ingestion
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- OCR processing via Azure Document Intelligence
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- AI-powered metadata extraction via OpenAI
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- PDF conversion via Gotenberg
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- Web UI for document upload and management
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- **Database-backed settings management with admin UI**
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- **Fernet encryption for sensitive configuration**
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- **Setup wizard for first-time installation**
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- REST API with OpenAPI documentation
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- Celery-based async task processing
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- OAuth2 authentication via Authentik with admin group support
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- Multi-channel ingestion (web upload, IMAP email, watched folders, mobile, CLI, API)
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- Multi-engine OCR + AI extraction with configurable providers
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- Customizable processing pipelines and routing rules
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- Full-text search and document discovery
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- Multi-destination distribution (cloud providers, DMS, protocols, email)
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- Admin UI for configuration (database-backed settings, encryption, setup wizard)
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- Production hardening building blocks (CI/CD, security docs, deployment guides)
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## Short-term Goals (Q1-Q2 2026) - v0.4.x to v0.5.x "Foundation"
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## Feature Landscape (Themes)
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### Quality & Stability 🎯
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- **Test Coverage** (High Priority)
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- [ ] Achieve 80% code coverage for core modules
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- [ ] Add integration tests for all storage providers
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- [ ] Add end-to-end workflow tests
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- [ ] Performance benchmarks and load testing
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### 1) Search & Discovery
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- **P0:** hybrid search (keyword + semantic), fast faceted filtering, saved searches
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- **P1:** “explain results” (why a document matched), query suggestions, pinned results
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- **P2:** entity search (people/companies/amounts/dates) and graph-style exploration
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- **Code Quality** (High Priority)
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- [ ] Enable strict linting in CI/CD
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- [ ] Refactor large modules for better maintainability
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- [ ] Add comprehensive type hints
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- [ ] Improve error handling and user feedback
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### 2) AI Quality & Trust
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- **P0:** confidence scoring, human review/edit loop, extraction evaluation harness
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- **P1:** per-document-type schemas/templates, active learning (feedback improves extraction)
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- **P2:** multi-model routing (choose model by cost/latency/accuracy per step)
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- **Security** (Critical Priority)
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- [x] Fix known vulnerabilities in dependencies
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- [ ] Implement rate limiting on API endpoints
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- [ ] Add CSRF protection
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- [ ] Security audit by external party
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- [ ] Implement API key rotation
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- [ ] Add audit logging for sensitive operations
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### 3) Workflow Automation & Orchestration
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- **P0:** first-class workflow model (steps, state, retries), workflow-aware UI status
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- **P1:** visual workflow builder, scheduling, webhooks, and event-driven triggers
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- **P2:** agentic workflows (“autopilot” suggestions with approval gates)
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- **Release Automation** (Completed ✅)
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- [x] Implement semantic-release for automated versioning
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- [x] Add conventional commit validation
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- [x] Automate CHANGELOG generation
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- [x] Integrate Docker builds with releases
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### 4) Integrations & Ecosystem (Including MCP)
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- **P0:** stable webhooks + outbound actions (Slack/Teams, email, DMS), bi-directional sync where supported
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- **P1:** “Integration Hub” (Zapier/Make/n8n style), connector templates, secrets handling patterns
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- **P2:** **MCP**: ship a DocuElevate MCP server (search, retrieve, summarize, route) + allow MCP tools as pipeline steps
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### Features - v0.4.0
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- **Enhanced Search & Filtering** → _preparing for v0.6.0 "Clarity"_
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- [ ] Full-text search across documents
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- [ ] Advanced filtering by metadata, tags, date ranges
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- [ ] Saved search queries
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- [ ] Bulk operations on search results
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### 5) Governance, Compliance, and Security
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- **P0:** audit trails, tamper-evident logs, API key lifecycle/rotation, admin activity feed
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- **P1:** retention policies, legal hold, PII detection + redaction, data residency controls
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- **P2:** compliance packs (SOC2/GDPR/HIPAA), BYOK/KMS integration paths
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- **Improved UI/UX**
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- [ ] Responsive mobile interface
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- [ ] Dark mode support
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- [ ] Document preview in browser
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- [ ] Drag-and-drop file upload
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- [ ] Progress indicators for long-running tasks
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- [ ] Real-time notifications via WebSocket
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### 6) Enterprise & Scale
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- **P0:** multi-tenancy, RBAC, horizontal scaling reference architecture
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- **P1:** SCIM provisioning, SAML/Okta/Azure AD hardening, quotas/billing at org level
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- **P2:** multi-region deployment patterns and disaster recovery playbooks
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### Features - v0.5.0 "Foundation"
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- **Workflow Automation** → _evolving into v0.7.0 "Conductor"_
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- [ ] Custom processing pipelines
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- [ ] Conditional routing based on document type
|
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- [ ] Scheduled batch processing
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- [ ] Webhook support for external integrations
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- [ ] Rule-based document classification
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## Release Plan (Extended)
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- **Advanced AI Features**
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- [ ] Custom AI models for specialized document types
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- [ ] Multi-language OCR support
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- [ ] Document similarity detection
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- [ ] Automatic duplicate detection
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- [ ] Intelligent document splitting
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This plan extends the existing milestones with a clearer thematic arc and a forward-looking “beyond v2.0” horizon. Each milestone links to an epic issue that owns scope and sub-issues.
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## Medium-term Goals (Q3-Q4 2026) - v1.0.x "Summit"
|
||||
### v0.6.0 — Clarity (Search & UX)
|
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- **Outcome:** users can reliably find, preview, and act on documents in seconds
|
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- **P0:** semantic search + hybrid ranking, saved searches, fast filters, preview-first UX
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- **P1:** bulk operations, query suggestions, accessibility/dark mode polish
|
||||
- **Tracking:** GitHub milestone `v0.6.0 - Enhanced Search & UI` (epic #863)
|
||||
|
||||
### Enterprise Features - v1.0.0 "Summit"
|
||||
- **Multi-tenancy**
|
||||
- [ ] Organization/team management
|
||||
- [ ] Role-based access control (RBAC)
|
||||
- [ ] Per-tenant configuration
|
||||
- [ ] Resource quotas and limits
|
||||
- [ ] Audit logs per organization
|
||||
### v0.7.0 — Conductor (Workflows & Integrations)
|
||||
- **Outcome:** workflows are explicit, inspectable, and automatable end-to-end
|
||||
- **P0:** workflow object model + workflow-aware UI status, retries, pipeline definitions
|
||||
- **P1:** workflow builder, scheduling, inbound/outbound webhooks
|
||||
- **P2:** integration templates + “connector marketplace” concepts
|
||||
- **Tracking:** GitHub milestone `v0.7.0 - Workflow Automation` (epic #864)
|
||||
|
||||
- **Scalability**
|
||||
- [ ] Horizontal scaling support
|
||||
- [ ] Distributed task processing
|
||||
- [ ] Caching layer (Redis/Memcached)
|
||||
- [ ] Database connection pooling
|
||||
- [ ] Message queue optimization
|
||||
### v0.8.0 — Signal (AI Quality + “Chat with Library” Foundations)
|
||||
- **Outcome:** AI features are measurable, reviewable, and safe to trust
|
||||
- **P0:** vector DB + embeddings pipeline, chat UI foundations, local AI options
|
||||
- **P1:** confidence scoring and review loop, extraction evaluation harness
|
||||
- **P2:** multilingual UX + localization expansion
|
||||
- **Tracking:** GitHub milestone `v0.8.0 - Advanced AI & Multi-language` (epic #865)
|
||||
|
||||
- **Advanced Integrations**
|
||||
- [ ] Microsoft SharePoint integration
|
||||
- [ ] Slack/Teams bot integration
|
||||
- [ ] Zapier/Make.com integration
|
||||
- [ ] Custom webhook receivers
|
||||
- [ ] GraphQL API
|
||||
### v1.0.0 — Summit (Enterprise Readiness)
|
||||
- **Outcome:** teams can run DocuElevate with strong isolation, access control, and scale
|
||||
- **P0:** multi-tenancy, RBAC, audit logging, scaling guidance
|
||||
- **P1:** SSO hardening (SAML/LDAP), org-level quotas and billing hooks
|
||||
- **P2:** enterprise admin experience (policies, approvals, reporting)
|
||||
- **Tracking:** GitHub milestone `v1.0.0 - Enterprise Edition` (epic #866)
|
||||
|
||||
### Features - v1.1.0 "Bridge"
|
||||
- **Collaboration**
|
||||
- [ ] Document sharing with expiring links
|
||||
- [ ] Comments and annotations
|
||||
- [ ] Version history and rollback
|
||||
- [ ] Real-time collaborative editing metadata
|
||||
- [ ] Activity feed
|
||||
### v2.0.0 — Horizon (Platform Expansion)
|
||||
- **Outcome:** DocuElevate becomes an extensible platform with a thriving ecosystem
|
||||
- **P0:** plugin system foundations, SDK + templates, deeper integrations
|
||||
- **P1:** marketplace patterns, app distribution, mobile/extension maturity
|
||||
- **P2:** multi-workspace experiences (personal + org)
|
||||
- **Tracking:** GitHub milestone `v2.0.0 - Platform Expansion` (epic #867)
|
||||
|
||||
- **Reporting & Analytics**
|
||||
- [ ] Processing statistics dashboard
|
||||
- [ ] Storage usage analytics
|
||||
- [ ] AI confidence scores and accuracy tracking
|
||||
- [ ] Cost analysis per provider
|
||||
- [ ] Export reports (PDF, CSV, Excel)
|
||||
### v2.1.0+ — Sentinel (Governance & Policy)
|
||||
- **Outcome:** governance becomes a first-class layer (policy-driven automation)
|
||||
- **P0:** retention + legal hold, PII detection/redaction, tamper-evident audit trails
|
||||
- **P1:** BYOK/KMS integration patterns, advanced access policies, compliance reporting
|
||||
- **P2:** “policy as code” for workflows + approvals (change management)
|
||||
- **Tracking:** GitHub milestone `v2.1.0 - Governance & Policy (Sentinel)` (epic #868)
|
||||
|
||||
## Long-term Goals (2027+) - v2.0+ "Horizon"
|
||||
### v3.0.0 — Constellation (Integration Hub & Agent Platform)
|
||||
- **Outcome:** DocuElevate plugs into modern automation and AI ecosystems as a first-class system of record
|
||||
- **P0:** MCP server, durable event stream + production-grade webhooks
|
||||
- **P1:** connector templates + curated catalog, agent-friendly permissioning and auditing
|
||||
- **P2:** bring-your-own-agent patterns (sandboxing, scoped credentials)
|
||||
- **Tracking:** GitHub milestone `v3.0.0 - Integration Hub & Agent Platform (Constellation)` (epic #869)
|
||||
|
||||
### Strategic Initiatives
|
||||
- **On-Premise AI Models**
|
||||
- [ ] Self-hosted OCR (Tesseract, EasyOCR)
|
||||
- [ ] Local LLM integration (Ollama, LLaMA)
|
||||
- [ ] GPU acceleration support
|
||||
- [ ] Model fine-tuning interface
|
||||
- [ ] Hybrid cloud/on-premise processing
|
||||
## Research Bets (Optional / Experimental)
|
||||
|
||||
- **Advanced Document Management**
|
||||
- [ ] Document lifecycle management
|
||||
- [ ] Retention policies and auto-deletion
|
||||
- [ ] Compliance templates (GDPR, HIPAA, SOC2)
|
||||
- [ ] Digital signature support
|
||||
- [ ] Encryption at rest and in transit
|
||||
These are longer-horizon bets that should only be productized if they prove real user value.
|
||||
|
||||
- **Platform Expansion**
|
||||
- [ ] Desktop applications (Electron)
|
||||
- [ ] Mobile apps (iOS/Android)
|
||||
- [ ] Browser extensions
|
||||
- [ ] Command-line interface (CLI)
|
||||
- [ ] VS Code extension for developers
|
||||
|
||||
### Research & Innovation
|
||||
- [ ] Machine learning for custom document types
|
||||
- [ ] Blockchain for document provenance
|
||||
- [ ] Federated learning for privacy-preserving AI
|
||||
- [ ] Edge computing support
|
||||
- [ ] Quantum-resistant encryption
|
||||
- Knowledge graph over extracted entities (contracts ↔ vendors ↔ invoices)
|
||||
- Auto-generated “case files” (collections) from intent (“tax 2025”, “project alpha”)
|
||||
- Privacy-preserving learning (federated patterns) to improve extraction quality
|
||||
- Document provenance (signing, attestations) and tamper detection
|
||||
|
||||
## Community & Ecosystem
|
||||
|
||||
|
||||
Reference in New Issue
Block a user